Pinnacle Associates’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,222	Closed	-$217K	–	845
2023 Q1	$217K	Buy	3,222 +115	+4%	+$7.76K	﹤0.01%	712
2022 Q4	$218K	Buy	+3,107	New	+$218K	﹤0.01%	689